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Northern Financial Advisors’s Procter & Gamble PG Stock Holding History

Northern Financial Advisors’s Portfolio PG Stock Details PG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$894K Sell
6,093
-101
-2% -$14.7K 0.59% 51
2026
Q1 		$895K Buy
6,194
+2,326
+60% +$353K 0.65% 48
2025
Q4 		$554K Sell
3,868
-4,993
-56% -$736K 0.63% 46
2025
Q3 		$1.36M Buy
8,861
+72
+0.8% +$11.2K 0.71% 39
2025
Q2 		$1.4M Sell
8,789
-51
-0.6% -$8.32K 1.05% 30
2025
Q1 		$1.51M Sell
8,840
-64
-0.7% -$10.7K 1.24% 26
2024
Q4 		$1.49M Sell
8,904
-1,495
-14% -$255K 1.19% 26
2024
Q3 		$1.8M Sell
10,399
-714
-6% -$121K 1.37% 23
2024
Q2 		$1.83M Sell
11,113
-283
-2% -$46.3K 1.47% 16
2024
Q1 		$1.85M Buy
11,396
+66
+0.6% +$10.4K 1.44% 17
2023
Q4 		$1.66M Buy
11,330
+1,219
+12% +$181K 1.4% 16
2023
Q3 		$1.47M Buy
10,111
+843
+9% +$129K 1.35% 13
2023
Q2 		$1.41M Buy
9,268
+194
+2% +$29.2K 1.24% 18
2023
Q1 		$1.35M Buy
9,074
+6
+0.1% +$858 1.27% 15
2022
Q4 		$1.37M Buy
+9,068
New +$1.27M 1.55% 11

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Financial Advisors's PG Position: Q2 2026 in Review

Northern Financial Advisors reduced its Procter & Gamble (PG) stake by 1.6% in Q2 2026, selling an estimated $14.7K and leaving 6,093 shares worth $894K. The position accounts for 0.59% of the portfolio, ranked #51.

Northern Financial Advisors first reported a position in PG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.85M in Q1 2024. 4,028 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Northern Financial Advisors held 6,093 shares of Procter & Gamble worth $894K as of Q2 2026.
  • Northern Financial Advisors sold 101 Procter & Gamble shares in Q2 2026, an estimated $14.7K.
  • Procter & Gamble made up 0.59% of Northern Financial Advisors's portfolio in Q2 2026, its #51 holding.
  • Northern Financial Advisors first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
  • Northern Financial Advisors's Procter & Gamble position peaked at $1.85M in Q1 2024.
  • 4,028 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Northern Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.